Create New: - This is used to create new option(s)/setting(s) ^[1]
Edit: - This is used to edit and update the selected option(s) ^[1]
Delete: - This is used to delete the selected option(s) ^[1]



Image 1: - Admin Menu (sample)

Image 1: - Admin Menu (sample)

Admin Tools

Absence Codes: - Various absence codes available in the system. Absence codes are used to depict various absence events that can be created in the system. Absence Codes are used to create absences for workers under {Payroll -> Absences}. For further information, please refer to our  🗃️Absences ⁠ guide.
Absence Types: - Various types of absence types that can be used to create absence codes. For further information, please refer to our  🗃️Absences ⁠ guide.
Attachment Types: - Various files can be attached with payroll and billing related data. These attachments can be shared with relevant personnel for information sharing purposes. Various attachment types can be defined using this page.
Backing Data: - Users can create custom backing data using this page. The created custom backing data can then be enabled under selected billing scheme as required. For further information, please refer to our  💽Custom Backing Data⁠  guide,
Billing Groups: - Users can define the various Billing Groups that customers can be allocated to under {Customers -> Details -> Billing Group} ^[4]. Billing Groups can also be used as backing data under timesheets and imports (as required by the users and as defined under the billing scheme) ^[5].
Billing Schemes: - Billing Schemes are defined under Customers {Customer -> Details -> Billing Scheme} or under Configuration {Account -> Configuration -> Billing Setup -> Default Timesheet Billing Scheme}. Billing Scheme defines various options for the invoicing process, including Oncosts, Attachments, Backing Data, and Invoice Consolidation. For further information, please refer to our  💾Billing Schemes⁠  guide.
Categories: - Categories are used to define sub-categories in the system. Categories are used to specify the various types of categories i.e., debit or credit and what rate category do they belong to in the system.
Currency Rates: - Users can define currency rates based on 4 currencies i.e., Pound Sterling, Euro, US Dollar & Hungarian Forint. Currency rates can be defined under Account Configuration, Customers, Suppliers, and Invoices.
Doc Templates: - Doc Templates contains the various templates for documents that can be generated in the system, either manually or automatically. These templates contain what information can be shared through these templates or if the users want to define a specific format for these documents ^[7].
Holiday Schemes: - Holiday Scheme can be used under worker data {worker -> details -> holiday scheme}. Holiday Schemes define the various settings corresponding to workers’ holidays accruals, payments, etc. For further information, please refer to our  ⚙️Holiday Scheme⁠  guide.
Industry Sectors: - Industry Sectors can be used as backing data under timesheets or data imports ^[5].
Job Classifications: - Job Classifications can be used as backing data under timesheets or data imports ^[5].
Job Titles: - Job Titles are used as backing data under timesheets or data imports ^[5].
Leaver Reasons: - Leaver Reasons are used with Leave dates under worker Data {workers -> Details -> Leave Date} to define why the worker is leaving.
Nominal Codes: - Nominal codes are used against various payments and deductions created in the system.
Pay Methods: - Pay methods can be defined under workers, suppliers, etc. to define the payment instrument used ^[6].
Payroll Rules: - Payroll rules define the payroll flow and process in the system. It defines the various settings associated with each rule. Users cannot delete existing payroll rules in the system.
Pension Providers: - Pension providers are used to define pension schemes. Pension providers currently active in the system, cannot be removed using the delete button. For further information, please refer to our  🪙Pensions⁠  guide.
Pension Schemes: - Pension schemes are defined under workers {Workers -> Payroll Info -> Pension Auto-Enrolment}. Pension scheme defines various settings corresponding to workers’ pension deductions. For further information, please refer to our  🪙Pensions⁠  guide.
Rates Settings: - Rate settings are used to define rate settings for various types of payments and deductions in the system ^[8].
Rates: - Rates are used to define the rate on various transactions in the system. Rates can be selected when the users create or update a transaction. Existing rates cannot be removed from the system.
Reference Settings: - References for various data in the system can be modified ^[2]. Users can customise the reference formats and select how these are used i.e., Manually or Automatically ^[3]. For further information, please refer to our  🗂️Reference Settings⁠  guide.
RTI User Settings: - RTI User settings are used to define the HMRC RTI settings used for HMRC Inbox, EPS & FPS purposes. Users can only create at most 1 RTI User Setting in the system at a time. For further information, please refer to our  🗝️RTI User Settings⁠  guide.
Settlement Terms: - Settlement terms are used to define the time period after which the payment becomes due. This is used to calculate the days between the transaction create date and the payment due date i.e., the days available to settle the payment(s).
Shift Patterns: - Shift Patterns are defined under worker details which essentially communicates the shift pattern of the worker i.e., working pattern.
Statutory Rates: - Users can view the various statutory rates and parameters applied in the system, e.g. Tax, National Insurance, Statutory pay, pension, Attachment of Earnings, Student & PG Loan, etc.
Subcategories: - Sub- Categories are used to define various transaction types in the system, i.e., what type of payments, deductions, expenses, et. Will be available to create a transaction. Existing sub-categories cannot be removed from the system.
Third Parties: - Third Parties are used to define “Third Party Deductions” in the system. A third Party is used to define which deduction corresponds to who. Third Party data also includes their contact details, addresses and payment details. For further information, please refer to our  ⚜️Third Parties⁠  guide.
Unit Types: - Unit types are used to define Business Unit types i.e., what types of Business Units can exist in the system.
Units: - Units are used to define the number of units in transactions.
VAT Rates: - VAT rates as defined in the system and used to calculate VAT against various transactions. Users cannot create new VAT rates or delete existing VAT rates; however existing rates can be edited & updated as per users’ requirements.

Notes

Where Applicable. Not all Admin options can be created, updated, or deleted.
Users cannot create new reference settings but can modify the existing ones.
Calendar reference setting is fixed and cannot be modified by the users.
This is an optional feature and is not required for the to function optimally.
Depends on the Billing Scheme settings
Users cannot create new pay methods or delete existing ones; however, the existing payment methods can be edited & updated as per users’ requirements.
Users cannot create new templates or delete existing ones; however, the existing templates can be edited & updated as per users’ requirements.
Users cannot create new rate settings or remove the existing ones from the system; however, existing rate settings can be edited or updated to meet user requirements.

The contents of this Documentation are subject to revision